Difference between revisions of "Working with Level 2 – Activities"
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You can sometimes build a useful tracking [[Application|application]] by just using the [[Level 1 Entity]]. But when you need to track “transactions” of some kind associated with the Level 1 item, you will then need to create a two level [[UTA]]. | You can sometimes build a useful tracking [[Application|application]] by just using the [[Level 1 Entity]]. But when you need to track “transactions” of some kind associated with the Level 1 item, you will then need to create a two level [[UTA]]. | ||
| − | * When you examine the [[ | + | * When you examine the [[Standard Field]]s for the Level 2 (and Level 3) [[Entity|entities]] you will see they closely resemble activity type transactions with fields such as start date, end date, start time, end time, etc. And generally a lot of the Level 2 transaction types do have these types of activity based characteristics. |
| − | * Sometimes the Level 2 transaction will not require any activity type fields. In that situation simply don’t use any of the | + | * Sometimes the Level 2 transaction will not require any activity type fields. In that situation simply don’t use any of the [[Standard Field]]s that related to activities and use [[Custom Field|custom fields]] for the rest of the [[Entity|entity]]. |
==Steps to Activate Level 2 items== | ==Steps to Activate Level 2 items== | ||
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* Choose the standard fields using the '''Application Configuration''' page. | * Choose the standard fields using the '''Application Configuration''' page. | ||
* Create the [[Custom Field|custom fields]] for Level 2 using either the '''Application Configuration''' page OR the '''Application Settings''' page. | * Create the [[Custom Field|custom fields]] for Level 2 using either the '''Application Configuration''' page OR the '''Application Settings''' page. | ||
| − | * Define [[Level 2 Types]] using the '''Application Settings''' page. (The term ''Type'' at Level 2 and Level 3 is the equivalent of ''Template'' at Level 1) | + | * Define Level 2 '''[[Creating Level 2 Types|Types]]''' using the '''Application Settings''' page. (The term ''Type'' at Level 2 and Level 3 is the equivalent of ''Template'' at Level 1) |
* Define the Level 2 [[Statuses]] using the '''Application Settings''' page. | * Define the Level 2 [[Statuses]] using the '''Application Settings''' page. | ||
* Define the [[List View]] for Level 2 items. | * Define the [[List View]] for Level 2 items. | ||
| + | |||
| + | ==See Also== | ||
| + | * [[Configuring the Level 2 Entity]] | ||
| + | * [[Level 2 Types]] | ||
| + | * [[Restricting Level 2 Types to Specific Level 1 Templates]] | ||
[[Category:Universal Tracking Application]] | [[Category:Universal Tracking Application]] | ||
Revision as of 17:19, 13 July 2009
You can sometimes build a useful tracking application by just using the Level 1 Entity. But when you need to track “transactions” of some kind associated with the Level 1 item, you will then need to create a two level UTA.
- When you examine the Standard Fields for the Level 2 (and Level 3) entities you will see they closely resemble activity type transactions with fields such as start date, end date, start time, end time, etc. And generally a lot of the Level 2 transaction types do have these types of activity based characteristics.
- Sometimes the Level 2 transaction will not require any activity type fields. In that situation simply don’t use any of the Standard Fields that related to activities and use custom fields for the rest of the entity.
Steps to Activate Level 2 items
The steps to activate the Level 2 Entity are similar to the Level 1 Entity.
- Choose the standard fields using the Application Configuration page.
- Create the custom fields for Level 2 using either the Application Configuration page OR the Application Settings page.
- Define Level 2 Types using the Application Settings page. (The term Type at Level 2 and Level 3 is the equivalent of Template at Level 1)
- Define the Level 2 Statuses using the Application Settings page.
- Define the List View for Level 2 items.
